Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Kors is a financial advisor with Private Advisor Group, LLC. Terry is a registered representative of the firm and is licensed to provide investment advice in Florida. Terry has been in the financial industry for over 20 years. Terry has held various licenses throughout their career, including Series 4, 9, 10, 24, 31, 53, 65 and 66. Terry also holds licenses to sell insurance and provides insurance products as an independent insurance agent. Terry is active in the community and serves on the Board of Directors of the Outback Bowl. Terry is also a FINRA arbitrator, bank liquidation consultant and public school substitute teacher.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
FL
02/24/2021 - Present
Private Advisor Group, LLC (Tampa FL)
FL
03/15/2011 - 07/01/2011
STERNE AGEE FINANCIAL SERVICES, INC. (TAMPA FL)
AL
05/07/2009 - 06/02/2010
NEXITY FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
MN
02/05/2008 - 11/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
07/31/2001 - 02/06/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2002
Series 4 - Registered Options Principal Examination
BC
Issued 04/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2003
Series 31 - Futures Managed Funds Examination
Active
Inactive
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